How do I check my valuation date on IQ Wealth?
To view your valuation in IQ Wealth, follow these steps:
- Log into IQ Wealth using the link below.
IQ Wealth Login Page
- Click on Net Worth on the sidebar.
- Next, click on one of the investment categories.
- Click on one of your investments.
- Select the Details tab beneath the Summary section.
- The valuation date will be displayed next to the total value.
Please note that this valuation reflects the previous business day and updates at 9am each business day.
This article is for informational purposes only. Information may not be accurate or complete. Consult with a qualified financial professional before making any investment decisions. All investing involves risk.
Charlotte Thomas
Operations and Technology Manager
Charlotte is Investment Quorum's Operations and Technology Manager. She works hard to increase our firm's operational efficiency across all departments by utilising technology, allowing our team to spend more time face-to-face with clients.
